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At 2 p.m. ET on January 31st, the Fed will announce its first interest rate decision of the year. While economists widely anticipate that the central bank will keep interest rates unchanged this month, market participants are eagerly awaiting any indications from Chairman Powell regarding the first rate cut of 2024, as well as any further information on the potential slowdown of the Fed's balance sheet reduction (QT)...
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#中秋节快乐 🎑 I hope my family is healthy during the Mid-Autumn Festival. Seeing this picture makes you feel better and better. No matter how many challenges lie ahead, live in the present and look to the future. Mutual encouragement.
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Since Malaysia's exports have been declining for 6 months in a row, the performance of the furniture sector is not impressive. As soon as the POHUAT results are released today, the first thing to do is check the company's cash level.
As of the latest quarter, POHUAT's cash level reached RM288.49 mil, and cash continued to break new highs despite poor profits. Orders in the furniture sector are sluggish. Fortunately, there has been no expansion in the past few years, so operating costs are still within a manageable range.
The month has been full of ups and downs, and the current slump in private sector stocks is due to the next reversal. Moreover, POHUAT's reserves are sufficient to support it through several rounds of cold winters. Cash is King is right in the era of high interest rates.
As of the latest quarter, POHUAT's cash level reached RM288.49 mil, and cash continued to break new highs despite poor profits. Orders in the furniture sector are sluggish. Fortunately, there has been no expansion in the past few years, so operating costs are still within a manageable range.
The month has been full of ups and downs, and the current slump in private sector stocks is due to the next reversal. Moreover, POHUAT's reserves are sufficient to support it through several rounds of cold winters. Cash is King is right in the era of high interest rates.
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Since Prime Minister Anwar took office, the country's general direction has begun to be biased towards the industrial sector. This is different from the BN era. At the time, former Prime Minister NAJIB promoted many large-scale infrastructure projects, and GKENT was one of the prime minister's concept stocks at the time.
With the Prime Minister's launch of the Changming Economy and the latest NIMP, the industrial sector is undoubtedly the general direction of the future. In order to attract foreign investment in Malaysia, the Prime Minister and the Minister of Trade and Industry can be said to have used various magic tricks to attract investors. The Prime Minister has also received feedback from foreign investors, but approval for foreign investment has been slow. He firmly stated that this cannot be delayed any longer.
Malaysia is a net exporter, and our industrial manufacturing plays a very important role in the economy. I hope these plans can be implemented smoothly, so that our country's economy will get better and better. Mutual encouragement.
With the Prime Minister's launch of the Changming Economy and the latest NIMP, the industrial sector is undoubtedly the general direction of the future. In order to attract foreign investment in Malaysia, the Prime Minister and the Minister of Trade and Industry can be said to have used various magic tricks to attract investors. The Prime Minister has also received feedback from foreign investors, but approval for foreign investment has been slow. He firmly stated that this cannot be delayed any longer.
Malaysia is a net exporter, and our industrial manufacturing plays a very important role in the economy. I hope these plans can be implemented smoothly, so that our country's economy will get better and better. Mutual encouragement.
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$Taiwan Semiconductor(TSM.US$ $FRONTKN(0128.MY$
When you think of INARI, you think $Broadcom(AVGO.US$ When you think of FRONTKN, you definitely think of TSMC. FRONTKN's PAT fell 5.5% in the first half of the year, one of the fewest declines in the semiconductor sector. Mainly because the oil and gas sector performed well, offsetting the decline in the technology business.
Entering the second half of the year, the company said that Petronas' contract remains positive, and another customer, TSMC, will perform better in the second half of the year than in the first half. As a result, the stock price performance is very strong, and the stock price has rebounded more than 60% from the previous bottom.
FRONTKN has actively expanded in the past two years. FY23 cash soared to a record high level due to the completion of CAPEX, and Net Cash reached RM380.6 mil. With oil prices remaining high and the semiconductor sector resuming growth next year, I believe FY24 Frontkn is expected to reach another peak. Mutual encouragement.
When you think of INARI, you think $Broadcom(AVGO.US$ When you think of FRONTKN, you definitely think of TSMC. FRONTKN's PAT fell 5.5% in the first half of the year, one of the fewest declines in the semiconductor sector. Mainly because the oil and gas sector performed well, offsetting the decline in the technology business.
Entering the second half of the year, the company said that Petronas' contract remains positive, and another customer, TSMC, will perform better in the second half of the year than in the first half. As a result, the stock price performance is very strong, and the stock price has rebounded more than 60% from the previous bottom.
FRONTKN has actively expanded in the past two years. FY23 cash soared to a record high level due to the completion of CAPEX, and Net Cash reached RM380.6 mil. With oil prices remaining high and the semiconductor sector resuming growth next year, I believe FY24 Frontkn is expected to reach another peak. Mutual encouragement.
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Columns JP Morgan - Interest Income king
$JPMorgan(JPM.US$ recorded yet another set of splendid results for Q2'23.
Stock prices rallied post results and continued to show uptrend momentum.
This set of results makes the world forget about the banking crisis that happened earlier this year.
So what are the key takeaways from JPM's earnings?
1. Continuous growth momentum, made better by First Republic
Net income was USD 14.5 billion, up by 67% inclusive of First Republic.
Higher net income was mainly cont...
Stock prices rallied post results and continued to show uptrend momentum.
This set of results makes the world forget about the banking crisis that happened earlier this year.
So what are the key takeaways from JPM's earnings?
1. Continuous growth momentum, made better by First Republic
Net income was USD 14.5 billion, up by 67% inclusive of First Republic.
Higher net income was mainly cont...
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